WITHDRAW FUNDS TO A BROKERAGE ACCOUNT
- Log in to Client Portal
- Click on Transfer & Pay followed by Transfer Funds
- Click Withdraw Funds
- Select the Currency from the currency list to see eligible methods.
- Please select Financial Institution when the system asks "Where will the funds be deposited?" and the system will allow you to manually enter your destination brokerage account details.
- Follow the prompts to complete your account title and the routing instructions from your broker.
Please Note
- ACH (Automated Clearing House network to transfer funds) is not supported when transferring funds to other brokers. It only works to transfer funds to other U.S. banks. Instead, please use a Bank Wire as outlined above.
Additional Information
- Transferring funds can be found in our Users' Guide.